Fidelity Income Replacement Fund Quote
| FIRSX Fund | USD 56.73 -0.28 -0.49% |
Performance Moderate
| Odds Of Distress Low
|
Fidelity Income holds a current market valuation of 56.73 as of 9th of March 2026, delivering 0.49 percent decrease since the beginning of the trading session. Forward-looking probability metrics estimate that Fidelity Income carries 20% odds of experiencing financial distress. Over the last 90 trading days, it has produced modest risk-adjusted performance with moderate characteristics. performance scores are calculated from 9th of December 2025 through 9th of March 2026. You can adjust the window by changing the time horizon.. Click here to learn more.
Asset Type Mutual Fund |
Moving together with Fidelity Mutual Fund
| 0.93 | FPURX | Fidelity Puritan | PairCorr |
| 0.94 | FPXTX | Fidelity Pennsylvania | PairCorr |
| 0.99 | FQIFX | Fidelity Freedom Index | PairCorr |
| 0.97 | FRBEX | Fidelity Freedom 2070 | PairCorr |
| 0.96 | FRBLX | Fidelity Advisor Freedom | PairCorr |
| 1.0 | FRIMX | Fidelity Income Repl | PairCorr |
Moving against Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
Fidelity Income Replacement [FIRSX] is traded in USA and was established 9th of March 2026. Fidelity Income operates within the Fidelity Investments industry. The fund is listed under Target-Date 2015 category and is part of Fidelity Investments family. This fund currently has accumulated 5.32 M in assets under management (AUM) with no minimum investment requirementsFidelity Income Repl is currently producing year-to-date (YTD) return of 1.85% with the current yeild of 0.03%, while the total return for the last 3 years was 8.35%. Fidelity Income financial stability analysisInstrument Allocation
Notable Updates
| Fund Concentration | Fidelity Investments Funds, Large Blend Funds, Target-Date 2015 Funds, Target-Date 2015, Fidelity Investments (View all Sectors) |
| Update Date | 31st of March 2026 |
| Expense Ratio Date | 29th of September 2025 |
| Fiscal Year End | July |
Sector Allocation
Broad sector allocation in Fidelity Mutual Fund reduces the probability of large losses and improves diversification benefits. However, this broader diversification also tends to reduce the expected return from holding Fidelity Mutual Fund. Risk and return move together as diversification changes.
Sector ETFs like Fidelity Income Replacement Mutual Fund enable institutional investors to express sector views without custom portfolio construction costs. This can be a rewarding strategy, provided individual sector positions are capped at 20% of the total stock portfolio.
Fidelity Income Repl Risk Profiles
| Mean Deviation | 0.1857 | |||
| Semi Deviation | 0.2263 | |||
| Standard Deviation | 0.251 | |||
| Variance | 0.063 |
Fidelity Income Against Markets
Fidelity Mutual Fund Analysis Notes
The fund retains about 6.22% of assets under management (AUM) in cash. Fidelity Income Repl last dividend was 0.01 per share. Fidelity Income Replacement's financial profile includes $3.6 million in Total Assets and $5.3 million in Net Asset.Fidelity Income Repl Investor Notes and Alerts
Automated alerts tied to Fidelity Income Replacement help investors surface material conditions that may support or challenge the current thesis before they become expensive mistakes. In practice, the value comes from seeing which signals are new, which are persistent, and which are strong enough to justify action.
| Latest headline from news.google.com: Norway wealth fund makes first investment in US renewable energy assets - Reuters | |
| The fund retains about 6.22% of its assets under management (AUM) in cash |
Top Fidelity Income Replacement Mutual Fund Constituents
| FCGSX | Fidelity Series Growth | Mutual Fund | |
| FYBTX | Fidelity Series Short Term | Mutual Fund | |
| FBLEX | Fidelity Series Stock | Mutual Fund | |
| FTLTX | Fidelity Series Long Term | Mutual Fund | |
| FSTZX | Fidelity Series 0 5 | Mutual Fund | |
| FSTQX | Fidelity Series International | Mutual Fund | |
| FSOSX | Fidelity Series Overseas | Mutual Fund | |
| FSIGX | Fidelity Series Investment | Mutual Fund | |
| FSBDX | Fidelity Series Blue | Mutual Fund | |
| FIOOX | Fidelity Series 1000 | Mutual Fund | |
| FINVX | Fidelity Series International | Mutual Fund | |
| FIGSX | Fidelity Series International | Mutual Fund | |
| FHQFX | Fidelity Series Treasury | Mutual Fund | |
| FHPFX | Fidelity Series Investment | Mutual Fund | |
| FHNFX | Fidelity Series Government | Mutual Fund | |
| FHMFX | Fidelity Series Porate | Mutual Fund | |
| FGLGX | Fidelity Series Growth | Mutual Fund | |
| FEMSX | Fidelity Series Emerging | Mutual Fund | |
| FCSSX | Fidelity Series Commodity | Mutual Fund | |
| FDMLX | Fidelity Series Intrinsic | Mutual Fund |
Fidelity Income Outstanding Bonds
Reviewing Fidelity Income Replacement bond obligations helps investors understand how much of the business is financed with fixed-income capital rather than purely with equity. This is why bond analysis is not just a credit exercise; it also informs equity holders about solvency, optionality, and future capital-allocation pressure.
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| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Fidelity Income Predictive Daily Indicators
Daily trading signals in Fidelity Income Replacement help active traders monitor momentum, reversals, and volume pressure while the session is still developing. The better setups usually come from combining these signals with strict risk limits, because short-term data can reverse quickly when liquidity thins.
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 56.73 | |||
| Day Typical Price | 56.73 | |||
| Price Action Indicator | -0.14 | |||
| Period Momentum Indicator | -0.28 | |||
| Relative Strength Index | 46.1 |
Fidelity Income Forecast Models
Quantitative forecast tools for Fidelity Income Replacement focus on patterns in observed data, which makes them especially useful when the market is moving faster than traditional bottom-up research can refresh. Used well, forecast models can complement fundamental research by showing where observed price behavior still supports or contradicts the discretionary thesis.How Much Is Fidelity Income Worth?
Fidelity Income is a fund with category exposure linked to Fidelity Investments Funds, Large Blend Funds, Target-Date 2015 Funds. Redemption activity can influence liquidity management and portfolio turnover over time. Fidelity Income is assessed relative to its contribution to long-term portfolio efficiency and allocation discipline.
Methodology
Unless otherwise specified, data for Fidelity Income Replacement is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Fidelity (USA Stocks:FIRSX) market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions Valuation estimates and intrinsic-value models use inputs from public financial disclosures and may not represent market consensus.
Assumptions
We primarily rely on public fund disclosures, holdings reports, and market data feeds, including disclosures published by U.S. Securities and Exchange Commission (SEC) via EDGAR. Data is normalized for analytical consistency across reporting formats. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.Research Sources
Fidelity Income Replacement may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.
Additional Resources for Fidelity Mutual Fund Analysis
Other Information on Investing in Fidelity Mutual Fund
Fidelity Income financial ratios provide valuation context across profits, cash flow, and enterprise value. They help compare Fidelity to other measures in a consistent way.
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